Sales Development Representative

Role Overview

• Generate qualified pipeline by executing outbound prospecting campaigns across email, phone, and social channels using defined messaging frameworks and sequencing tools
• Qualify inbound and outbound leads by assessing business needs, buying process, timeline, budget, and fit against ideal customer profile criteria
• Collaborate with Account Executives to support named account strategies by researching accounts and identifying key decision-makers and influencers
• Personalize outreach to prospective buyers by leveraging account intelligence, industry insights, and engagement data
• Maintain accurate and up-to-date prospect and account activity in CRM systems by logging calls, emails, meetings, and disposition notes
• Utilize sales engagement and research tools such as Salesforce, LinkedIn Sales Navigator, and sequencing platforms to identify and prioritize outreach efforts
• Provide feedback to Growth, Content, and Product Marketing teams on lead quality and campaign effectiveness
• Support event-based prospecting initiatives by coordinating pre-event outreach and conducting timely follow-up with event-generated leads
• Achieve or exceed monthly and quarterly pipeline generation targets by managing daily activity metrics and maintaining consistent prospecting cadence
• Develop foundational knowledge of company products, value propositions, and competitive positioning to effectively articulate solutions to prospective clients
• Build productive internal relationships with sales and marketing stakeholders to ensure alignment on territory priorities and opportunity handoff

Requirements

• 1–3 years of experience in sales development, business development, or inside sales within a SaaS or financial technology environment, demonstrating consistent achievement of pipeline or activity-based targets.
• Bachelor’s degree or equivalent professional experience
• Proficiency with CRM platforms such as Salesforce and sales engagement tools such as SalesLoft, Outreach, Gong Engage
• Proficiency with Contact Enrichment and discovery tools such as ZoomInfo
• Strong written and verbal communication skills with the ability to personalize outreach
• Demonstrated ability to manage multiple prospecting channels simultaneously
• Organizational skills with attention to detail in tracking and reporting activities
• Understanding of enterprise SaaS sales cycles and buyer personas
• Ability to analyze engagement data to prioritize outreach efforts

Benefits

• remote-first environment
• unlimited paid time off
• 401(k) with employer match